+336.5%
RKLB vs CAPR
+87.6%
+248.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.6% | +6.1% | +2.6% |
| 7D | +5.3% | -9.5% | +14.8% | +5.6% |
| 30D | -20.5% | +121.5% | -142.0% | -22.8% |
| 3M | -42.0% | -65.4% | +23.3% | -41.4% |
| 6M | -6.0% | -67.5% | +61.5% | -4.9% |
| YTD | -5.6% | -68.6% | +63.0% | -4.5% |
| 1Y | +38.0% | +42.7% | -4.7% | +22.2% |
| 3Y | +962.4% | +43.4% | +919.1% | +694.4% |
| 5Y | +336.5% | +86.0% | +250.5% | +188.4% |
| All | +336.5% | +87.6% | +248.9% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAPR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling